Semtech Corporation (SMTC): A Bull Case Theory
We came across a bullish thesis on Semtech Corporation on X.com by @TheValueist.
Semtech Corp (SMTC)
Market is closed
Sector: Semiconductors & Related Devices
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Whale Rock Capital Management Alex Sacerdote | 3,504,965 | $250,429,749 | -13% | 2.95% |
| 2. | Hood River Capital Management David Swank | 2,196,663 | $156,951,571 | -3% | 1.85% |
| 3. | Millennium Management Israel Englander | 1,047,774 | $74,863,452 | +204% | 0.03% |
| 4. | Think Investments Shashin Shah | 820,400 | $58,617,580 | 7.75% | |
| 5. | 27,500,000 | $54,960,675 | +244% | 0.65% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $33.23 | 1,000 | $33,232.40 | 1,000 | 2024-04-08 | Filing | |
| $24.83 | 20,000 | $496,520.00 | 20,888 | 2023-09-18 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $83.00 | 5,000 | $415,000.00 | 88,496 | 2026-01-22 | Filing | |
| $78.25 | 500 | $39,125.00 | 25,279 | 2026-01-21 | Filing | |
| $75.50 | 1,034 | $78,067.00 | 2,857 | 2026-01-09 | Filing | |
| $75.12 | 5,000 | $375,600.00 | 60,066 | 2026-01-08 | Filing | |
| $75.26 | 3,600 | $270,945.00 | 9,523 | 2026-01-07 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 184,630 | $13,605,385 | 0.02% | |
| 2. | 155,576 | $11,708,649 | 0.02% | |
| 3. | 104,421 | $7,776,232 | 0.01% | |
| 4. | 67,084 | $4,943,420 | 0.2% | |
| 5. | 42,899 | $3,161,227 | 0.19% |
News See All
Semtech Corporation (NASDAQ:SMTC) Q3 2026 Earnings Call Transcript
Operator: Good day. Thank you for standing by. Welcome to Semtech Corporation's Third Quarter Fiscal Year 2026 Earnings Conference Call. At this time, all participants are in a listen-only mode.
Semtech Corporation (SMTC) Rose as Earnings Beat Expectations
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Semtech Corporation (NASDAQ:SMTC) Q2 2026 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to Semtech Corporation's Second Quarter Fiscal Year 2026 Earnings Conference Call.
Stifel Turns More Bullish on Semtech (SMTC), Lifts Price Target to $54
Semtech Corp. (NASDAQ:SMTC) is one of the most oversold semiconductor stocks so far in 2025.
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The World Semiconductor Trade Statistics (WSTS) organization released its Spring 2025 forecast in early June.
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